MFG
LRGF icon

Merit Financial Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Merit Financial Group’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
21,006
-2,891
-12% -$212K 0.01% 853
2026
Q1 		$1.58M Buy
23,897
+9,495
+66% +$652K 0.01% 781
2025
Q4 		$1,000K Buy
14,402
+48
+0.3% +$3.33K 0.01% 956
2025
Q3 		$992K Buy
14,354
+38
+0.3% +$2.52K 0.01% 871
2025
Q2 		$918K Buy
14,316
+419
+3% +$24.8K 0.01% 831
2025
Q1 		$804K Buy
13,897
+8,106
+140% +$494K 0.01% 737
2024
Q4 		$349K Buy
5,791
+20
+0.3% +$1.22K 0.01% 869
2024
Q3 		$339K Sell
5,771
-11,988
-68% -$679K 0.01% 644
2024
Q2 		$989K Buy
17,759
+21
+0.1% +$1.13K 0.02% 413
2024
Q1 		$932K Buy
17,738
+26
+0.1% +$1.32K 0.02% 420
2023
Q4 		$855K Buy
17,712
+67
+0.4% +$3.02K 0.03% 350
2023
Q3 		$764K Hold
17,645
– – 0.03% 371
2023
Q2 		$786K Sell
17,645
-2,895
-14% -$122K 0.03% 380
2023
Q1 		$851K Hold
20,540
– – 0.03% 312
2022
Q4 		$801K Sell
20,540
-1,212
-6% -$47.4K 0.03% 328
2022
Q3 		$788K Hold
21,752
– – 0.03% 289
2022
Q2 		$824K Buy
+21,752
New +$893K 0.03% 284

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Merit Financial Group's LRGF Position: Q2 2026 in Review

Merit Financial Group reduced its iShares US Equity Factor ETF (LRGF) stake by 12% in Q2 2026, selling an estimated $212K and leaving 21,006 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #853.

Merit Financial Group first reported a position in LRGF in Q2 2022 and has held it in 17 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Merit Financial Group held 21,006 shares of iShares US Equity Factor ETF worth $1.59M as of Q2 2026.
  • Merit Financial Group sold 2,891 iShares US Equity Factor ETF shares in Q2 2026, an estimated $212K.
  • iShares US Equity Factor ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #853 holding.
  • Merit Financial Group first reported a position in iShares US Equity Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.